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Palomar

342 hedge funds and large institutions have $2.95B invested in Palomar in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 126 increasing their positions, 112 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $586K

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

13% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 112

1.41% more ownership

Funds ownership: 90.89%92.3% (+1.4%)

1% more funds holding

Funds holding: 339342 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less capital invested

Capital invested by funds: $3.25B → $2.95B (-$301M)

Holders
342
Holders Change
+3
Holders Change %
+0.88%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
55
Increased
126
Reduced
112
Closed
45
Calls
$2.34M
Puts
$586K
Net Calls
+$1.76M
Net Calls Change
+$597K
Name Holding Trade Value Shares
Change
Change in
Stake
S
251
SignatureFD
Georgia
$59.6K +$4.12K +33 +7%
ASN
252
Advisory Services Network
Georgia
$57.2K +$59.8K +479 New
Nisa Investment Advisors
253
Nisa Investment Advisors
Missouri
$53.1K +$1.62K +13 +3%
PA
254
Parallel Advisors
California
$52.9K +$47.8K +383 +638%
FFA
255
Farther Finance Advisors
California
$47.9K -$9.86K -79 -16%
FFA
256
Frazier Financial Advisors
Ohio
$47.8K
RFS
257
Richardson Financial Services
Massachusetts
$44.9K +$11.2K +90 +31%
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$42.4K +$7.61K +61 +21%
CIAM
259
Caitong International Asset Management
Hong Kong
$39.7K +$39.9K +320 +2,667%
SAM
260
Smartleaf Asset Management
Massachusetts
$35.1K -$47.3K -379 -56%
OWA
261
Opal Wealth Advisors
New York
$31.8K +$33.2K +266 New
UOTTAIMCU
262
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$30.9K +$32.3K +259 New
GWM
263
Geneos Wealth Management
Colorado
$28.7K
WTC
264
WhitTier Trust Company
Nevada
$25.6K
SL
265
Salomon & Ludwin
Virginia
$22.3K +$250 +2 +1%
SS
266
SBI Securities
Japan
$20.9K +$624 +5 +3%
SCM
267
Sterling Capital Management
North Carolina
$20.4K
UB
268
UMB Bank
Missouri
$19.2K +$624 +5 +3%
AP
269
Atwood & Palmer
Missouri
$17.9K
EWA
270
EverSource Wealth Advisors
Alabama
$16.9K +$3.37K +27 +24%
SSG
271
Summit Securities Group
New York
$15.9K +$16.6K +133 New
AssetMark Inc
272
AssetMark Inc
California
$15.8K +$9.73K +78 +144%
Mitsubishi UFJ Asset Management
273
Mitsubishi UFJ Asset Management
Japan
$14.5K
HCA
274
Harbor Capital Advisors
Illinois
$14K -$2.68M -21,439 -99%
CCM
275
Chilton Capital Management
Texas
$13.1K +$13.7K +110 New